CENTRIC ADVISORS, LLC

12549 Louetta Road
Cypress, Texas 77429
Tel: 888-215-5888

About CENTRIC ADVISORS, LLC

CENTRIC ADVISORS, LLC, formally registered with the SEC as CENTRIC ADVISORS, LLC. The firm was established in 06/28/2021. They have over 2 offices throughout the country.

CENTRIC ADVISORS, LLC is a Cypress, Texas based Financial Planning firm with nearly $177,976,653 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282477
SEC#	801-121623
Assets Managed by Firm	$177,976,653
No. of Clients	917
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	917	$177,976,653
Individuals (other than high net worth individuals)	525	$126,820,026
High net worth individuals	9	$17,447,619
Pension and profit sharing plans	22	$27,472,590
Corporations or other businesses	13	$6,236,418

More Retirement Planning firms in Cypress, Texas:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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